Tickmarks are available to use for any clients of the firm. The application includes 29 default tickmarks that can be customized to meet your needs. Also, you can create an unlimited number of new tickmarks by using your own images or text indicators.

Inserting a tickmark in the Trial Balance grid

In the Trial Balance grid in the Enter Trial Balance screen, click the cell in the Tickmark column on the row for which you want to insert the tickmark.

Select a tickmark from the drop-down list.

Repeat these steps for any other items in the trial balance grid that require a tickmark.

Notes

The drop-down list for the Tickmark column in the Trial Balance grid includes all tickmarks (including application defaults) that have been created in the Tickmarks screen.

Because tickmarks are associated with specific accounts, you may have only one tickmark per period for each account.

Tickmarks can be carried forward to the next period and/or year.

Only the tickmark description is displayed in the Trial Balance grid.

Inserting a tickmark from the PDF editor

Note: When the Open PDF workpapers in native PDF application checkbox is marked in the Preferences tab of the Setup > Firm Information > Firm screen, the ability to launch the PDF editor in the Workpapers Dashboard and add tickmarks is unavailable.